Research Associate

Job Details

The primary role involves responsibility for manager selection, with a focus on investment funds but may also include alternative investments. You will be expected to participate in discussions regarding portfolio construction and to perform daily monitoring and reporting for all relevant products. You should apply your investment expertise to the role of manager selection by conducting a rigorous due diligence process. In the future, this role may apply to the three major product verticals of traditional, hedge funds (alternatives), and private investments.

Tasks and responsibilities

• Primary focus on achieving due diligence objectives during the onboarding of investment funds
• Coverage of all regions and asset classes for traditional long-only investments
• Potential to expand coverage to alternative investments
• Contribution to the ongoing development of analytical and qualitative processes
• Maintaining a general understanding of markets, both at the macro level (top-down market, economy, industry) and the micro level (fund/strategy-specific)
• Be able to create materials for internal and commercial purposes, such as investment memos and analyses
• You are expected to present new ideas, investment proposals, and new opportunities
• Oral and written presentations
• Developing relationships with external partners and taking responsibility for those relationships
• Requires ongoing interaction to stay informed about the latest updates from managers and the industry at large
• Collaboration with other business units, e.g., Risk, Compliance, Legal, Operations, Commercial (Private Bank)
• Responsibility is assumed by the individual as continuous and ongoing
• Acts as a direct representative of the FOF team, both internally and externally, with a high degree of expertise and professionalism

Qualifications

• A bachelor's degree in economics, business administration, or a quantitative field is preferred but not required
• 3 to 5 years of experience in asset management, funds of funds, or family offices
• Proficiency in MS Office, particularly MS Excel
• Programming experience in SQL and Python is a plus
• Knowledge of statistical and factor analysis is a plus
• Knowledge of Morningstar is preferred
• Excellent oral and written communication skills
• Be able to manage your own work, but also be able to collaborate effectively in a team or group setting
• Proficiency in English; proficiency in Portuguese and Spanish is a plus
• Must be able to present in the office (not a remote role)